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Empower Your Team, Improve Your Impact
Managing shelter services and affordable housing programs is no easy task. Our cloud-based CRM is built with the unique needs of nonprofits in mind, helping you streamline case management, improve communication, and better serve your communities—all from one intuitive platform.
Multiple spreadsheets that become outdated with time
Disjointed systems for managing clients, staff, documents, programs and inventory
Access control to sensitive personal data of clients among nonprofit staff
Data and knowledge get lost when employees leave
Clients receive less personalized service because previous interactions aren't tracked
Client intake and CRM software for shelters and housing nonprofits
Say goodbye to scattered systems and lost data. Effortlessly track all your clients, services, and activities in one place.
Create a centralized system of record
Our platform is a secure home for all your nonprofit datasets. Manage clients, cases, programs, donations, outreach, volunteers, members, grants, and more – in one place.
Track specific client details
Easily record and maintain client information: contact and personal information, banking details, parents and guardians and so much more.
Plan next interactions with clients
Effortlessly plan routine check-ins and client follow-ups, like home or volunteer visits, and receive reminders for upcoming interactions.
Organize your client intake process
Collect accurate information and save time with online intake forms.
All-in-one system for shelters and transitional housing nonprofits
Optimize processes and reduce manual labour so you can use your time to help those who need it most... your clients.
Keep track of beds, rooms and homes
Effortlessly manage available accommodations ensuring each client finds comfort and support in their time of need.
Make sure no one forgets to sign or request the necessary documents
Intaking a new client shouldn't feel like reinventing the wheel every time. Our checklists help staff adhere to compliant intake processes, saving valuable time.
Secure sensitive client information
Set permissions to protect sensitive case details and use notes to easily share updates on a case.
Create beautiful reports for funders and the board
Track and report on key client and program metrics with ease to help inform decisions, and report back to donors, funders, and your board.
Get Started with Powerful Nonprofit Case Management Software
See how you can take control of your programs, caseload and data with case management software designed to serve more and grow your impact.
Schedule your CivicTrack Demo
See CivicTrack in action
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Unify your data and actions
Create Efficiencies In Client Care & Service Delivery
Manage ALL Your Clients & Activities With Ease